15%. >> joe? >> fxy. >> pete? >> i like the ebay, i like the cash flow. >> josh, quick. >> analog devices, going higher. you guys have the great west of the day. "power lunch" begins right now. halftime is over. "power lunch" and the second half of the trading day starts right now. >> scott, gentlemen, thanks very much. take a look at this chart. that is a sketch of a bad month. those three are the worths-performing sectors in the s&p 500 over the past four weeks. you so el them down to 2%, well, health care down 4.5%, consumer discretionary almost 6%. those are the numbers, including many big retail names. dahl we're going to look at teen retailers. a lot of work has been done in that space. we'll see who our researcher likes and does not like and why. then there is the tech

sector the nasdaq down 6% or in a month or so. is it time to guy? the qs, nasdaq 100 hammered this week. is this the moment you might want to storm nibbling. there will be a big theme this hour, buying opportunities in the midst of market turmoil. sue? >> thain thank sudden very. the qs, in the last month down almost 5%. katie nixon is cio of northern truth. is it a buying opportunity. facebook down 16% in a month, amazon and yahoo! down 12%. google, expedia, ebay, all down in about the 8% range, so ladies, i'll put it to you first, kristina, is this a time to step in and get some of those quality names if you're a longer-term investor?

>> absolute lid. if you have a long enough time horizon, this is a terrific opportunity, particularly with the technology sector. that's because we're seeing a very significant amount of earnings growth there. we also see tech companies have the highest level of cash on their balance sheets. so they're fundamentally sound, they have a lot of cash to deploy. they could be reinvesting in their businesses. actually, over the last ten years, tech companies have been the highest dividend growers, and that could continue because of those cash levels. also, relative to historical levels, valuations are not bad for tech stocks. >> katie, do you agree with that in general? >> i agree, sue. i would add within more thing. that is that most tech companies are really leveraged to the up turn, which we think will unfold in earnest as we get into the latter part of 2014, into 2015. i would wholeheartedly agree. i would say, though, that some of the directions we have seen and some of the real high-flying tech stocks have still not

brought them down to levels that would be compelling by. so we're actually looking at some of the large-cap stocks as you referenced, some of the large biotech stocks that represent good value here. >> kristina, if you want to go outside of tech, what areas of the market do you think do show compelling value? i think katie has a very good point. we've seen a pull back, but they were very expensive. >> we also have to look at value in the context of growth, and right now the economy is growing at a relatively subpar level. and so we have to pay up for growth if weed like to see growth in our portfolios. while we may not be seeing compelling valuation levels for a lot of tech, we are in you look at the context of their growth rates. beyond that, we think this is going to become a fundamental driven market environment, where

there are opportunities presented in a wide variety of sectors, and it's really about the specific fundamentals of those companies. that's because of the fed, and it's, while very accommodative stance, removing that accommodative stance, tapering, which means fundamentals are more important. >> katie, you also like financials. i assume that is still in place? >> it is, sue. we're past the stress test at this point. many financial firms are in the position of returning value. another thing we have seen, which is really interesting is the strong up tick, a really inflection point in terms of credit creation, so banks are lending again. all right. ladies, thank you very much. katie nixon, and kristina hooper. let's sends it up to e.d. and dominic. >> you mentioned a few of them

the last segment. amazon, tesla, facebook, they're all moving higher in the session, but look at how much each of them is off their highs. look at facebook, amazon 20% off their highs, tesla, priceline 14% off the highs, only time will tell if this is the worst for these companies or whether it's over, tyler, those investment stocks are very much in focus. technology stocks can of course be volatile as that democrat trace would prove out. many experts say it's the name of the name that volatility, but there are certainly areas in tech that have been outperforming recently, and seema mody has found them. seema? >> that's right, defensive tech names have been holding up reasonably well, despite the -- and one of those sectors that a lot of traders are talking about, the semiconductor name. the index up 1.4% since early march, during the same period

the knack dab is down 6%. i'm told that chip stocks are not only benefiting, but also a stabilization in the pc market. many of these names have exposure to the growth that we're seeing in the mobile space. plus plenty of these semiconductor names offer attractive dividend yields which invest ovrs seem to be on the hunt for as we see this broader rotation out of the growth stocks, into value-oriented dividend-paying names. intel, maxim and micro chip tech are posting gains since early march, which is when the sell-off in those momentum high-growth names began. >> i guess they are kind of the anti-momentum once. march 4th will be another blip or peak for the currents bull run. which hundred will it be? worst performers since march

4th, here are the etfs that follow those stocks. xly tracks the consumer discretionaries, the triple qs down 4.5%, and the xlv follows the s&p health care sector. for its part down 3.8%. dominic chu now on the stocks in those sector. >> we're going to take a funnel approach. now there's specific industry groups within each of those sectors that's having a bad go of it. first of all, if you look at technology, the industry group is internet software and services, think names like google, and check out what's happening with yahoo!. this stock has had a rough go since the market peaks undown about 11% in trading in that time span, so internet stocks taking it more on the chin. seema mentioned accept eed semi

the earlier segment. one sect are industry group in particular is underperforming. we've it's the biotech index. they're down about 12% just since the peaks on march 4th. one stock in particular, take a look at this one. overall, a lot of them have been hampered. vertex is down losing a fifth of its value. like you said, tyler, again tech stocks, yes, they are, consumer dregacy has tech--ish names in there. they are down about 11% 12%, and of course we're talking about netflix, amazon, expedia, tripadviser, netflix in particular down 22%. so as you take that approach, we know consumer discretionary this week, and we know some of these health care stocks are weak, but

you have to look at specific sectors, and industry groups. >> i like your concept of the "ish" names. >> but going back to the netflix, that stock has defined volatility over the past three, four years. >> remember we saw it go all the way down to 70, 80 a share, it's back up now. amazing, traders define momentum how strong a move is either up or down. that's where you have to be careful. >> sue, down to you. >> all right, guys, alcoa reports after the bell. their report used to signal the start of the official earnings season, since the company is no longer in the dow it's the unofficial start of the season. alcoa is up almost 50% after leaving the dow. so bob pisani is here with me. expectations for this earnings season are pretty low, so does it favor -- it favors the bears in some ways, and favors the

bulls if you think that longer term those stocks -- >> it's not a good earnings season, sue. right to it, earnings season starts whenever we saw it starts, okay? there's no bell, and we're in charge. in case you're wondering, it is wherever we are. that is not very good estimate. 0.3%? the retches higher than the earnings. that's the first time this has happened since the third quarter of 2012 that the revenue estimates have been higher. everyone is complaining about them being fairly weak. we'll have some strength in a few groups out there, some of the auto component, that's one of the -- by and large when you had a lousy winter and a lot of companies took down their numbers, that's what we're seeing reflected. if you go out further in the current quarter that we're in, the numbers are notably higher. 8.5%. put up the second quarter estimates here, but this is the

influence of the improving economy, the idea of the improving economy and things getting better in the second half of the year. revenues, sue, still stuck at 3.9%. his historically, the number will actually be higher by about 3 1/2 percentage points. historically they end up about 3.5 points higher. for the first quarter. that's okay. not great, but it's good enough for the stock market to sort of keep going. >> it might be factored in that kind of growth rate which would allow the bulls to run more. >> what's disappointing is still they're not improving their numbers. >> i've heard that from a lot of people. >> that's what we were last year. >> right. >> 3% on revenue growth. we can't get above that. >> we will see. thank you very much. alcoa's chairman and skreismt o klaus kleinfeld will break down those numbers on "closing bell"

at 4:00 p.m. eastern. don't miss it. some of the best performing money manage serious work and live far from wall street. coming up the "power lunch", the top public next eggs. it rolls on. these are all money managers with performances any big name wall street firm would envy, plus phil and the crash test dummies. it's a new group fronted by phil lebeau. >> wait until you see this video. this is the latest crash test to come to us from the insurance institute for highway saif. mid size suvs incredibly popular, but are they say? we'll have the results when "power lunch" returns. er lunch". sploo marcus le mone will weigh in when we come back in two minutes with "the profit." the p"

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you can troubleshoot technical issues here. if you make an appointment, you can check out the status here. you can pay the bill, too. but don't worry about that right now. okay. how do i look? ♪ thanks. [ male announcer ] troubleshoot, manage appointments, and bill pay from your phone. introducing the xfinity my account app. welcome back to "power lunch." a federal appeals court rules that amazon.com does not infringe upon robe's claims. that stock is currently down again towards session lows. sue, back over to you. if you own a mids size suv, listen sup, most of them failing in tough new gov failing tests.

>> the individual jo is disturbing. the most encouraging video is small overlap front an they're basically go 20, 40 miles an hour, the two vehicles that got two were the equinox and terrain from gm. it replication one of the most common frontal crashes. as though those that did not do as well, we'll get to that. with mid size sufficient they're the most popular. sales this year down just fractionally, just a bit below where the industry sales are. who struggled? really almost all of the mid size suvs. six of the nine other models tested got marginal or poor ratings. when you look at the videos of those crash tests, it's clear what the problem is structures

for many of them got a poor rating, because they simply went into the front compartment and caused a lot selfproblems, as we look at the shares of general motors got bit of good news after a rather rough sled, gm announcing it will be investing almost hall a billion into the detroit plant as it expands construction there. marcus is "the profit" it's on at 10:00, used to a dealer for autonation. what do you think when you see that kind of crash video. let's say you were a mazda dealer or gm dealer whose vehicles seem to do well. do you make hay of it? >> i'm pleased to know that general motors has good marks. as a dealer and consumer, i don't want those vehicles on my lot. i don't want the liability that goes with them. whatever we need to do to increase the standards to insure

that cars with the wrong platforms are frames aren't at my shore, i'm all for it, even if it costs me business. >> that's a popular suv, cx-9, phil? >> yeah. yeah. >> that's a popular model, what do you doi when someone says, marcus, i saw this video about my cx-9. >> i have to be honest, most people won't believe us. there has been to be a moral compass used that if you know a car doesn't furnace properly, i just can't sell it. we do it on emissions, on seatbelts, this crash test is a real problem. >> speaking of cars that were sold, let's talk about the cobalts and other cars that are subject to the big recall about the ignition switches, phil, that weren't working correctly. 2.6 million vehicles recalled,

but there's strong evidence that a lot of people who get those recall notices just don't take the cars in. >> that's true. it's a sad fact of almost all recalls. it's not just dwg to be this recall. the reality is anyway between 25% and 30% of the vehicles that are recalled, they never get repaired. it's up to the owner to bring it into the dealership. the longer you have a vehicle away from the dealer, in other words, the older it is, when it's on its third or fourth owner, a lot of people if they get the recall notice, they kind of look at it and go, okay, maybe i'll get around to it, unless they've been prompted by the news report and realize the severity of the situation, a lot of people, maybe 25% will blow it off. >> if you have multiple owners, as phil points out, it's hard, or let's say i've changed addresses. is general motors going to know where to find me? >> but the local dealers sometimes will. from a business standpoint, the local dealers are incentivized

to find the customer and bring them in you have some sort of obligation to find the cars and say i'll give you a loan are, we need to get this fixed, because the value of your vehicle will be dramatically impaired if it's not fixed. >> that's a great point you made last week. not only the value at resell, but the value of the dealer ships that people have bought has gone down as a result of this. marcus, thank you. >> tyler, we should point out, gm goes through r.l. polk, they pull the registrations, so generally speaking they have your most recent address. >> but phil, the problem still is they have to assume that r.l. polk has the right address as well. >> absolutely. >> thank you, guys. i wondered how they kept up with you with how you moved or something like that. they don't forward my magazine. an all-new episode of "the profit" tonight.

let's take a sneak peek, as marcus tackles the problems. just have a drink, guy. >> i believe we're still partners, correct? >> um-hmm. >> partners should talk to each other. i wasn't told, hey, greg, we're gutting the place, everything is gone. i honest to god did not expect this. >> i don't want to keep getting back to the same thing that you can't have been here, but you could have been here. there are other partners, right? and mike and dan and the rest of the team, they were part of this process. >> but if there is a plan, you could have e-mailed it to me. you have my e-mail. i'm starting to get annoyed. i think you have yourself sitting out this far out here, why? how deep is it and how well -- >> as long as you're here, i will include you in the process, but you weren't around, and you just have to be here. that's it. >> i'm tired of being disrespected. you're treating me like a moron.

i inviteded you in because i thought you could help me. it really -- >> it sounds like he needs a cool beverage. >> it sounds like he needs to go home. >> how can he be complaining if he wasn't there at all and you're trying to make changes. >> what i'm finding is happening is once i write a check, people get amnesia. they forget about what it used to be and ant -- >> it ain't happening with "the profit" on the case. we'll be watching. >> thank you. 10:00 on the east and west coast. right here on cnbc. if i owned and beer and wine store, i would never be an absentee owner. i tell you that. [ laughter ] coming up, the changing face of teen retail, the stocks down between 10 and 25%. are they worth a gander? an analyst has done quite a bit of work. you have to hear what he has to say. plus you think people in congress behave badly? check out these lawmakers in

ukraine. it's an all-out brawl. it wasn't even the ugliest scene in ukraine today. we'll have more on that, coming up in "power lunch" in two minutes' time. minutes' time. sdplool it's known as the silver state. the name comes from meaning snow covered. it's the birthplace of andre agassi. what state are we talking about? ? we did a 27-point inspection on your chevy,ce, you got new tires and our price match guarantee. who's this little guy? that's birney.

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shares of china ears travel provider are moving after bloom better said the company is in possible talks about a possible merger or preliminary partnership stocks. baidu has a majority stake in qunar. tyler, back over to you. dom, an all-out brawl breaking out. for form party was speaking, saying -- let's listen in. saying the country was facing a real war shortly after he spoke, the head of the communist party chimed in, then angry radical national 'tis party members rushed the podium and a brawl broke out. demonstrators have started fires. they've been clashing over who should control the country, about half of those in eastern ukraine are ethnic russians and many accuse the acting authorities of oppressing

relations. when there are problems in ukrai ukraine, there are worries in the energy market. you see oil higher by 1.40. natural gas also higher by a 1.4%. >> ty, the retailers taking a hit. the retail market over the past year has not been performing well at all. abercrombie & fitch, aeropostal and american eagle decidedly negative. here with a closer look is john kernen, director of with cow cowan & company. welcome. nice to have you here. >> thank for having me on. >> the stock is down about 40%, american eagle. over one year. today it's gel a third of a% move to the up side, but you have an underperform. the price target is 11, now 11.72. why are you so negative on this?

>> american eagle has been slow to 2k579. they're growing square footage in the face of changing dinaismices, where consumers are spending time more online. there's a lot of new entrants, particularly where price points are dramically below american eagle's price points. their cap ecis up, as well, you also have a lot of fixed costs related to the new stores in the form of rent and depreciation. so a lot -- the eps estimates are 15% below the street. that's the impetus behind our targets.

teens chak what they are interested in quickly, but this stock has suffered, as you can see, from our wall there, the 52-week high, 55.23, a 2.75 billion market cap, down 24% for one year, and there are zero sells on the company. it's put in place a massive cost reduction program. what do you think? >> abercrombie has always been volatile. they tend to load up on inventory and attempt to reduce it as the year goes on. their gross margin is highly dependent upon sales, it's been volatile over the past several years. if you back into what he -- we don't think they're making any money in the domestic stores anymore. the majority of the profits are

coming from overseas in the international, where they charge price points two to three times higher than what they charge here. the company does have an ambitious cost-cutting program. if they're successful in implementing it, sustainable -- somewhere in the -- it's somewhat cheap if they do execute on this cost reduction. >> if they can execute on it, sure. let's go to aeropostale. it's a nice booth. 52-week high. 52-week low is $4.73. in terms of basically the buys, the sells, and holds on the street, sill no sells, three buys, 16 holds on the trading session. basically you say, though, without a loan from a current

shareholder, the company could have filed -- could file for bankruptcy next year. you have a mark perform rating on this stock, and they're changing their model, are they not? they're going to a fast fashion model which to me i think with teens would be risky. >> i don't think they're changing it as much, but they're in a precarious situation. if it wasn't for a capital infusion from one of hour investors, who happens to be a savvy retail investor. so definitely precarious. it's really hard to model. the stock trades 0.2 times -- generally a multiple distress retailer trade at. you look at the multiple, they took talbot's out at, it's around the same valuation. so it's tough to say how the situation unfolds, but they need to stabilize the gross margin,

or there will be another big cash burn in 2015. at that point the capital structure becomes riskier and riskier. if it wasn't for this cash infusion they got from this investor, it would have been different for them to fund their working cap. >> thanks, john, we really appreciate it. nice to speak with you. >> thank you. ty, over to you. let's look at the gold prices which are closing right now, a you said other metals as well. up about $10 an ounce, silver moving higher as well. copper up, platinum down just a bit, basically unchanged there, and palladium, higher ben 8.25, sue? >> all right. let's check in on interest rates. well an average so-sew three-year note, peter boockvar ponting out the three-year doesn't usually get as much attention, but it is a focus

because of the potential federal research exit strategy that lies ahead. right now on the ten-year note, the yield is holding at 2.69%, the just auctioned three-year is -- you're up to date on interest rates, ty. sue, the s&p 500 almost wiping out its gains for the year. mid cap, small caps getting crushed. tech also slammed, should you buy on this dip? or is a bigger correct in the cards? some of the smarters trader will tell us how they're playing it when we come back. plus putting wall street to shame. shame. (vo) you are a business pro. maestro of project management.

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during the recent sell-off, money has been going into utility stocks with their high dividends. today is no different. the s&p 500 utility index is up about 1.5%. as for the individual stocks

moving, check out shares of excelen, aes, duke energy, firstenergy, con edison, all safely in the trade, so that trade continues. back over to you. >> today's public nest eggs focuses on the state of nevada. that's the state with the biggest reservoir. it has three top performing funds. ranked number three by morningstar with a return of 19.7% last year, the nevada legislators' fund was fourth with a return of 19.4, and the nevada public employees came in in eighth with a return of 18.1%. joining us is steve edmundson, the chief office of nevada pers. i gather you achieved those returns largely by putting money in no-fuss, no muss index funds,

why? >> that 100% correct. we are really what carried the short answer was we have a relative overweight to u.s. stocks, so -- but that's really a byproduct of the fact that we have the simple approach, traditional focused asset allocation. basically we have an overweight to s&p 500, relative to our peer group. as you know, u.s. stocks have really been the cease class of choice over the last. >> 42% in domestic stocks, 18% international exclusively large developed markets. 30% domestic bonds. private markets 10%. that will include real estate and private equity. when you go into an index fund what you doble on your manager buy? are you buying a spdr? what do you do? >> we're is 00% large cap, u.s.

companies, and then on the international side, we are 1700% indexed to the large cap developed market stocks. what's the intellectual argument you make for choosing indexing? >> sure. well, number one, we really try to focus what we do well here at nevada pers, which is, first and foremost, asset allocation. index funds provide us the most efficient way of dwayning that exposure, but in addition to that, costs are very important we focus on fees. i believe we are one of the lowest cost pension funds in the united states, and index funds certainly serve that purpose. what you were paying in fees go

into your investors' pockets. let me ask you about a topic of some curbs sill. that is high-frequency trading. i wonder how you as a big pension fund manager think about it. obviously you don't do a lot of trading, but do you think that pension funds, large institutional investors like you, buy-and-hold types, are being wounded by high-frequency trading? >> i would say that will be a difficult question to answer. i don't think the jury is really is still out on there. we're 30-year investors, so our trading activity is minimal, so any impact on us is going to be also fairly minimal. however, you know, we'll see what comes out of it. it's tough to say whether, you know, on one side they'll say that high frequency trading provides a lot of market liquid. on the other hand, you know, front running is probably going to ultimately negatively impact

2r5iding, but our trading activity is very minimal. i would say -- >> all right. steve, thank you for joining us today. continuing good luck to you and your shareholders. steve edmundson, the cio of nevada persist. we have may have a 38-point gain in the dow, but netflix the biggest loser in the s&p 500 since the march 4th peak. it's now down 21, almost 22% since that point. 3-d systems, and aeropostale, the biggest small-cap loser. our traders weigh in on how to protect your portfolio, plus call it the new volatility in tech wealth. right, robert? >> indeed. the google guys just lost more than a billion each since that march 4th market pea peak, but they weren't the biggest. we'll tell you who lost 4.6 billion, or 131 million a day for five weeks, coming up after the break. [ bagpipes play ]

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welcome back. in a filing with the fcc, it argued that newcomers would ensure competition in both internet and video markets. hearings on the hill begin tomorrow. comcast, of course, is the parent of cnbc and the time warner, those stocks are trading about down half a percent as well, sue. back over to you. thanks, dom. in today's finance question of the day, the dow taking a big hit. what's your take on it? 44% of you say it would soon rebound. 23% say stocks will continue to go down. 12% say i'm waiting for a dead cat bounce. 21% say i'm sitting it out for right new. all right. so what's the take on all of this volatility? joining me at point 9 are

contributors kenny policy carri, abigail doolittle. and since you're right next to me, joe, what do you make of the volatility? do you feel there's more down side this market? we're in earnings season now. >> if you look at the vix, it's kind of low. perceived volatility is much higher. it's going to probably correct to the up side. we're going into earnings season, just as simone heard the voice of the lord, you need to hear the voice of the ceos and cfos. that's where you'll make money. the ones doing the job and manages the ship properly, those thoks will perform well, and those that aren't, sigh nara. . >> i think we'll see the dow play catch-up to the comp. the dow only down 2%, the comp down 7%. >> which is the nasdaq.

>> yeah, but i think an important point is the nobody's in charge here. neither the bears or the bulls. we're looking at the volatile side ring. if the result is whether it will be a boost up? i think we're looking at the correction scenario. >> kenny? >> i think today is a dead cat bounce. there's no thrust, right? no excitement about today, even though the market is up 40 points. i think we'll test lower. i don't think we're going all low as abigail does the i think it's probably right where we go. i week curious, right here at the 2 hubz-day moving averages, we're seeing support. so the large asset managers are getting ready to take advantage. i don't think we'll have a big correction. >> you mentioned earnings season, joe. expectations are so low for earnings right now, you wonder won't there be some sort of

relief rally, if earnings are better than the market thinks, or do you think they factored in -- >> i think that's a great point, but i think you'll go stock by stock. who has consistently just minksed? they're going to be punished. who has consistently just beat or beat amply? that's where a lot of the focus will be. look at your options charts, find out where the volatility is pricing, maybe it's time to play it from the derivative play than the equities play -- sorry, guys. >> we have that show, too. >> and roll out the position on the equity. we're open for business. >> thanks, guys. appreciate it very much. ty, up to you. thanks very much, sue. some of the biggest tech billionaires losing a ton of money. you are really saddened by this, r0b9 frank? >> i'm trying to -- >> trying to hold it in. >> so far the losses have been fairly mild, but for the tech chiefs with concentrated positions, those billions reed hastings of netflix has had a

lot of welt ups and downs. he's now down $269 million since the market peak on march 4th. evan williams of twitter saw his wealth decline by 668 million. the big losers, the google guy, larry and sergei, they're down more than a billion. amazon's jeff bezos dropped 3.4 billion. the biggest loser marx zuckerberg, the poster boy for what i cause the roller coaster rich. he is now down to his last 25 billion. time to start clipping coupons. >> it's only on paper. >> that's so true. >> until you sell, it's only a paper loss. paper cut is the big hurt. should you be in tech or not? thank you, robert. what big caps can give you protection, and should you get out of mid cap and small cap stocks? the power rundown is next. we'll be right back. 'll be righe

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i jbut they blacked me out.ht these miles are useless! that's turrible. and all the other dates are triple the miles! triple the miles? that's as useless as chuck at a golf tournament. or you at the three point line. or you in a spelling bee. you gotta switch to the venture card from capital one. you can fly any airline. no blackouts. that's what i did. i don't say this often -- but listen to the ref. i can't believe i said that. don't get blacked out, get the capital one venture card. earn unlimited double miles on every purchase, every day. good on any airline or hotel. what's in your wallet? we're going to talk, gentlemen, small tam stops, and let's start with the tech

sector. gym eye orria, what do i do here? jim? meaning they are divorced in fundamentals, and going up. we shouldn't be suprasurprised when they go down. the social media etf was appointeded. i think it's probably time to take a shot on that. >> social media has an etf? >> what every else hates. >> i don't like it here, tyler. weep sees a lot of people buy these puts. jeff, take the first whack at this one.

i want to talk more big picture. a lot of folks are getting into this, it seems odd to me, and take caution. i don't want to buy any large cap. i want to shorten the s&p 500, utilizing the etf s.h. if it breaks the honeymoon -- >> i love it when kilber is dead wrong. a name like apple, which is technically a big cap was thrown out during the last couple days. it doesn't deserve that. >> carl icahn was his classmate. down nearly 3% since friday. what do we like in this category, jim? >> i think you hold off on mid caps. i think it's a stay-away for right now. i know that doesn't provide any huge value to the listeners, but sometimes you just have to watch

something. it doesn't get beat up enough to make it a good value. >> you said wait for the price to come to you? >> i have to wait for the price. i want to -- i hailed to agree with eye iuorio, but it pains me. we have to wait. >> small caps, a lot of carnage there. what do you like, jeff? >> i actually like the hometown pick, william brlair. we're diversified in a mutual fund like this. i really like net app., but i think it's dangerous to get into one single name in a vogue till -- >> i agree with that. like jeff said, when you're looking at small caps, unless you have the time to pour researchers into these different names, i think it's better to diversify. i do think this was more carnage in the small caps because of the whole risk-off notion, so i think it's time to take a shot

there. >> you're going to be watching those lady irish tonight, you aren't you, mr. kilburg? >> go irish. >> two undefeated women's teams competing tonight for the championship. sue, down to you. i'll be watching as well. three big winners in today's trading coming up next. first let's see what's on "street signs." >> literally signs are coming up. three publicly signs and three negatives for the plrkt. which one will hold sway? twitter getting a makeover. john stein berg is in the house. he's going to give his score. billions imposed on japanese drug maker and eli lilly. with a case again actos. in the meantime, back to you. im.

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this is a wake-up call. ♪ welcome back to "power lunch." this is on word that it's working with google, as for gaggle trading up about 3.5%, so a nice day for both those companies. sue? let's look at the overall

market, kind of a modest up side. the dow jones industrial average up 28 mountain 25, nasdaq up 36 points, s&p up about eight, the russell bouncing back a bit, up 11 points and the s&p mid cap is trading up. three winners, first solar is trading up, a nice 4.75 gains for tripadviser, and estay lauder is up 4%. so ty, you know, kind of quiet, but i think everybody is waiting to see how earnings season gets under way, and also they're watching -- we have big auctions this week, a lot of supplies coming to market. >> i think that's the point. it's the a lot of up and down, but basically flattish, that's roughly what we expect.

maybe alternates better than that as bob pisani said, but who really knows. that will do it for another edition. see you when you get back here, sue. >> you got it, ty. have a great asp. requests streets signs" begins right now. ty and i will see you tome tomorrow. \s. there are a whole lot of signs out there, both good and bad, which can make it hard to know when way to turn. brian and i are he to make sense of them all. let's start with the signs, first of all, putin, 24 guy here. we just don't know how far he will push things. insider sell. cramer said yesterday the market cannot just absorb